13F Insight
DOSSIER · 13F-HR · Q2 2026

Rockbridge Investment Management, LCC

$1.2B in tracked AUM across 146 positions as of Q2 2026.

RI
CIK 0001821984 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
146
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Rockbridge Investment Management, LCC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHZ
SCHWAB STRATEGIC TR
$241M10.4M19.6%02
DFAC
DIMENSIONAL ETF TRUST
$170M3.8M13.8%03
DFIC
DIMENSIONAL ETF TRUST
$88M2.3M7.1%04
SPTM
SPDR SERIES TRUST
$82M904K6.7%05
VCSH
VANGUARD SCOTTSDALE FDS
$78M982K6.3%06
IEFA
ISHARES TR
$70M729K5.7%07
BND
VANGUARD BD INDEX FDS
$65M887K5.3%08
SPYM
SPDR SERIES TRUST
$60M682K4.9%09
DFEM
DIMENSIONAL ETF TRUST
$40M985K3.3%10
IEMG
ISHARES INC
$36M433K2.9%

Filing history

2026Q2Jun 30
$1.2B▲ 10.7%
146 positionsView →2026Q1Mar 31
$1.1B▲ 3.5%
137 positionsView →2025Q4Dec 31
$1.1B▲ 6.1%
135 positionsView →2025Q3Sep 30
$1.0B▲ 8.6%
133 positionsView →2025Q2Jun 30
$933M▲ 10.4%
133 positionsLocked2025Q1Mar 31
$845M▲ 8.3%
130 positionsLocked2024Q4Dec 31
$780M▲ 1.1%
132 positionsLocked2024Q3Sep 30
$772M▲ 9.4%
129 positionsLocked2024Q2Jun 30
$705M▲ 3.4%
117 positionsLocked2024Q1Mar 31
$682M▲ 4.4%
118 positionsLocked2023Q4Dec 31
$654M▲ 15.6%
665 positionsLocked2023Q3Sep 30
$566M▼ 0.5%
106 positionsLocked
Showing 12 of 25